ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,355 | -6.3% | 5,855 | 0.0% | 0.11% | -3.6% |
| Q2 2023 | $1,410,234 | +11.6% | 5,855 | +3.1% | 0.11% | +7.7% |
| Q1 2023 | $1,264,083 | +10.1% | 5,680 | +6.1% | 0.10% | +4.0% |
| Q4 2022 | $1,147,896 | -5.1% | 5,351 | -7.9% | 0.10% | -13.8% |
| Q3 2022 | $1,209,000 | +1.3% | 5,811 | +1.4% | 0.12% | +4.5% |
| Q2 2022 | $1,194,000 | -32.0% | 5,731 | -15.6% | 0.11% | -27.5% |
| Q1 2022 | $1,757,000 | – | 6,789 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 77,090 | $16,514,219,000 | 14.90% |
| Noven Financial Group, Inc. | 124,424 | $26,654,000 | 12.32% |
| Rinet Co LLC | 161,807 | $34,662,000 | 9.50% |
| Cohen Klingenstein LLC | 662,705 | $141,965,000 | 8.25% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 13,500 | $2,891,000 | 7.15% |
| Hillcrest Wealth Advisors - NY, LLC | 33,110 | $7,093,000 | 5.90% |
| Corundum Group, Inc. | 26,183 | $5,609,000 | 5.89% |
| Crestone Asset Management LLC | 80,784 | $17,306,000 | 5.86% |
| JOYN Advisors, Inc. | 116,192 | $24,891,000 | 5.33% |
| Powell Investment Advisors, LLC | 22,356 | $4,789,000 | 4.99% |